Creating a new CSCR version

Purpose: Demonstrate how to create a new CSCR event version in FI$Cal.

Scenario: A CSCR event was previously created, but you have determined that the event details need to be updated. Create a new version of the event and save the new changes.

Role: Non-FI$Cal Department CSCR Processor

Steps:

1. Begin by navigating to the Event Workbench page.

    

   Click the Main Menu button.

   Step 1

2. Click the Sourcing menu.

   Step 2

3. Click the Maintain Events menu.

   Step 3

4. Click the Event Workbench menu.

   Step 4

5. The Event Workbench page is displayed.

    

   Search for the desired event so you can create a new version.

   Step 5

6. Begin by using the Event ID to narrow the search for your desired event.

   Step 6

7. Click in the Event ID field.

   Step 7

8. Enter the desired information into the Event ID field. 

    

   Enter a valid value e.g. "0000000037".

   Step 8

9. Click the Horizontal Scrollbar.

   Step 9

10. Click the Search button.

    Step 10

11. Click the Horizontal Scrollbar.

    Step 11

12. The desired event is now displayed in the Search Results grid.

     

    Proceed to create a new version of this event by using the Create New Version button on the event line.

    Step 12

13. Click the Horizontal Scrollbar.

    Step 13

14. Click the Create New Version button.

    Step 14

15. Click the Yes button.

    Step 15

16. The Event Summary page is displayed, but now the Version value is shown as "2", showing that this is the second created version of the event.

    Step 16

17. Now that you have created a new version of the event, proceed to update any needed information.

    Step 17

18. First, correct the End Date for this event.

    Step 18

19. Click the Choose a date button for the End Date.

    Step 19

20. Click the 27 date.

    Step 20

21. Click the Look up *Acquisition Type button.

    Step 21

22. Click the NON-IT Services link.

    Step 22

23. Click the Look up *Acquisition Sub -Type button.

    Step 23

24. Click the Consulting Services link.

    Step 24

25. Click the Look up *Acquisition Method button.

    Step 25

26. Click the Vertical Scrollbar.

    Step 26

27. Click the Statement of Qualifications link.

    Step 27

28. Click the Look up *DGS Billing Code button.

    Step 28

29. Click the 030001 link.

    Step 29

30. Now that you have updated all desired criteria, proceed to save the event changes.

    Step 30

31. Click the Vertical Scrollbar.

    Step 31

32. Click the Save Event button.

    Step 32

33. After saving, you are ready to submit the new event version for approval by using the Post button.

    Step 33

34. Click the Post button.

    Step 34

You have successfully completed the "Creating a new solicitation event version" topic.

Key Takeaways:

- If you need to make a change to an event that has been routed for approval,approved and posted, or completed, you must create a new version

- Use the Workbench to begin the process of creating a new event version

- Creating a new event version allows the user to update details in any of the fields of the event

- When finished, save and route the new version for approval

Table of Contents  Start Topic